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QuickBooks SDK Essentials

QuickBooks SDK Essentials. Peter A. Vogel Developer Support Supervisor Intuit Developer Network. Agenda. Overview of the SDK Communicating with QuickBooks Rubber to the Road – Demo The Gory Details A Whirlwind Tour: SDK *.* FAQ and Resources. Overview of the SDK. SDK Design Principles.

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QuickBooks SDK Essentials

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  1. QuickBooks SDK Essentials Peter A. VogelDeveloper Support SupervisorIntuit Developer Network

  2. Agenda • Overview of the SDK • Communicating with QuickBooks • Rubber to the Road – Demo • The Gory Details • A Whirlwind Tour: SDK \ *.* • FAQ and Resources

  3. Overview of the SDK

  4. SDK Design Principles • Small business user in control • Standards: XML, COM, HTTPS, SOAP • One accounting spec: qbXML • Extensible • Robust (logging, error handling/recovery)

  5. SDK: What Versions of QuickBooks? • QuickBooks Desktop • US (2002-2004…) • Enterprise Solutions • All flavors • Premier • All flavors • Pro • Canada (2003-2004…) • Online Edition • Since Nov. 2002

  6. Integrated App qbXML Request QuickBooks QBXMLRP qbXML Response What is it? • qbXML is the “native language” of the SDK • Request/Response model • Simple COM API to establish communication and exchange data • Basic functionality is part of QuickBooks

  7. So What’s in the SDK? • Documentation • Onscreen Reference • Sample Programs and XML Requests • Tools • Object-based COM API to “wrap” qbXML • Validate XML • Basic Send/Receive Tool • More that we can talk about later

  8. Choose Your Methodology • qbXML • The “assembly language” of QuickBooks • Construct the XML requests/Parse the responses • Ideal if your environment “speaks” XML natively • QBFC • The “C++” of QuickBooks • COM object-oriented approach. • Excellent for languages that “speak” COM naturally, like VB. • 3rd Party Developer Tools • Environment-specific high-level abstractions • Focus on your application logic, not QuickBooks • ODBC, high-level objects

  9. SDK: What’s Supported? • Most Data • Lists and Transactions • Query, Add, Modify, Delete • Depth of support varies with QB Version • Version determines qbXML version supported • Data Events • Notification of changes to Lists and Txns • UI Events • Add menu items • Notification of Company file open/close

  10. Communicating with QuickBooks

  11. Framework for Data Communication • Open Connection to QuickBooks • Begin session with a company file • Construct set of request messages • Send request to QuickBooks • Receive response messages • End session • Close connection

  12. Open Connection to QuickBooks • OpenConnection(appID, appName) • appID: empty string for now • Intended to eventually allow QuickBooks to link to a listing on Solutions Marketplace • appName: name to appear in QuickBooks • Starts QuickBooks if necessary • Checks if the executable attaching is digitally signed.

  13. Begin Session with a Company File • BeginSession(companyFile,openMode) • companyFile: path to the company to open • openMode: an enum of desired file mode • qbFileOpenSingleUser / omSingleUser • qbFileOpenMultiUser / omMultiUser • qbFileOpenDoNotCare / omDontCare • Ensures correct company file is open in correct mode • Displays application authorization if necessary

  14. Construct set of request messages • qbXML – just a string • Most reliable method is to use a DOM API • MSXML is freely available, convenient • QBFC – Class hierarchy • Almost a qbXML-specific DOM API • No direct composition of qbXML • Frequently less code • Rocks when IntelliSense is available • But *what* is a request? • An XML string – you’ll see several examples in our session today

  15. Send Requests to QuickBooks (qbXMLRP2) • response = ProcessRequest(ticket, requestXML) • ticket: Session ticket from BeginSession • requestXML: string of XML containing request • Response: string of XML containing response • Sends request • HRESULT/exception if QB cannot parse the request • XML if request successful or QB encounters a business logic error

  16. Send Requests to QuickBooks (QBFC) • respMsgSet = DoRequests(requestMsgSet) • requestMsgSet: QBFC object containing full content of a request. • respMsgSet: QBFC object containing content of response • QBFC performs logical verification first • HRESULT if detectable error • Sends Request to QuickBooks • HRESULT in rare cases • Response status for success or QuickBooks logical error

  17. End Session • qbXMLRP: EndSession(ticket) • ticket: the session ticket returned by beginSession • QBFC: EndSession • No ticket, QBFC manages internally • Closes the company file for your app • If QuickBooks UI is live company file will not close • Frees resources, etc.

  18. Close Connection to QuickBooks • CloseConnection • Indicates intent to drop COM connection • Be SURE to clear your COM pointer • As long as you have a COM pointer, QB cannot close

  19. The Framework with qbXMLRP On Error GoTo HandleError DIM qbXMLRP as RequestProcessor Set qbXMLRP = new RequestProcessor qbXMLRP.OpenConnection(“”, “Sample App”) DIM ticket as String ticket = _qbXMLRP.BeginSession(“”,qbFileOpenDoNotCare) … qbXMLRP.EndSession(ticket) qbXMLRP.CloseConnection Set qbXMLRP = nothing … HandleError: MsgBox(…)

  20. The Framework with QBFC On Error Goto HandleError DIM SessionMgr as QBSessionManager Set SessionMgr = new QBSessionManager SessionMgr.OpenConnection(“”,”Sample QBFC”) SessionMgr.BeginSession(“”,omDontCare) … SessionMgr.EndSession SessionMgr.CloseConnection Set SessionMgr = nothing … HandleError: msgBox(…)

  21. Rubber to the Road - Demo

  22. Simple! ~ What does the XML look like? • strXML = Query.ToXMLString <?xml version="1.0"?><?qbxml version="3.0"?><QBXML> <QBXMLMsgsRq onError="continueOnError"> <CustomerQueryRq requestID=“1" /> </QBXMLMsgsRq></QBXML> • QBFC took care of a lot of details • XML prolog • qbXML version • <QBXML> and <QBXMLMsgsRq> envelopes • Request ID • The Response XML would be too long to show!

  23. The Gory Details qbXML Concepts

  24. qbXML Vocabulary – qbXML Element • Data that is bounded by a leading start tag and a trailing end tag. • Tags are case sensitive. <Name>Robin Q. Public</Name> • Note: Tags with no value may be used to clear a field in a modify request <Addr4></Addr4> -or- <Addr4/>

  25. qbXML Vocabulary – qbXML Aggregate • A collection of elements or other aggregates. • Cannot contain any data itself • Can contain elements that contain data • Can contain aggregates recursively. <BillAddress> <Addr1>123 Easy Street</Addr1> <Addr2>Suite 12</Addr2> <City>Mountain View</City> <State>CA</State> <PostalCode>94039</PostalCode> <Country>USA</Country> </BillAddress>

  26. qbXML Vocabulary – Ref Aggregate • An aggregate used to reference one type of QuickBooks record within a record which needs that information <CustomerRef> <FullName>Robin Q. Public</FullName> </CustomerRef> -OR- <CustomerRef> <ListID>A40000-1071505981</ListID> </CustomerRef>

  27. Use of Ref Aggregates

  28. QB processes well-formed requests ORDER of elements is IMPORTANT! One response document for whole message set Separate response status for each request in a set and for overall message set Request Types Query (filtered & unfiltered) Add Modify Delete Void Object Types List Items, Customers, … Transaction Invoice, Bill, Check, … qbXML Basics

  29. Objects: Coming and Going • Distinguish between data you can send and data you receive. • Add and Modify requests = Add + Modify objects <CustomerModRq requestID=“1”> <CustomerMod> … </CustomerMod> </CustomerModRq> • Query, Add, Modify responses = Return Objects <CustomerModRs requestID=“1” statusCode … > <CustomerRet> …

  30. qbXML Request Message Structure • Message Prolog • XML processing instruction • qbXML version • DOCTYPE (1.0, 1.1) –or– • Processing Instruction (2.0 and later) • Message Body <QBXML> <QBXMLMsgsRq onError=“stopOnError”> Requests (all top aggregates end with “Rq”) CustomerQueryRq, CustomerAddRq, etc. </QBXMLMsgsRq> </QBXML>

  31. qbXML Response Message Structure • Message Prolog • XML processing instruction • Message Body <QBXML> <QBXMLMsgsRs onError=“stopOnError”> Responses (all top aggregates end with “Rs”) Each returned object aggregate ends with “Ret” CustomerRet, InvoiceRet, etc. </QBXMLMsgsRs> </QBXML>

  32. Add Request <?xml version="1.0" ?> <?qbxml version="2.0" ?> <QBXML> <QBXMLMsgsRq onError = "stopOnError"> <CustomerAddRq requestID = "2"> <CustomerAdd> <Name>Joe B. Customer</Name> <FirstName>Joe</FirstName> <LastName>Customer</LastName> <BillAddress> <Addr1>123 Main St.</Addr1> <City>Mountain View</City> <State>CA</State> <PostalCode>94566</PostalCode> </BillAddress> </CustomerAdd> </CustomerAddRq> </QBXMLMsgsRq> </QBXML>

  33. Add Response <?xml version="1.0" ?> <QBXML> <QBXMLMsgsRs> <CustomerAddRs requestID="2" statusCode="0" statusSeverity="Info" statusMessage="OK"> <CustomerRet> <ListID>A40000-1071505981</ListID> <TimeCreated>2003-12-15T11:33:01-05:00</TimeCreated> <TimeModified>2003-12-15T11:33:01-05:00</TimeModified> ` <EditSequence>1071505981</EditSequence> <Name>Joe B. Customer</Name> <FullName>Joe B. Customer</FullName> <FirstName>Joe</FirstName> <LastName>Customer</LastName> <BillAddress> <Addr1>123 Main St.</Addr1> <City>Mountain View</City> <State>CA</State> <PostalCode>94566</PostalCode> </BillAddress> </CustomerRet> </CustomerAddRs> </QBXMLMsgsRs> </QBXML>

  34. Key Concepts in that Response • EditSequence • Required to modify QuickBooks Data • Prevents Inadvertent Overwrite with Stale Data • If your EditSequence is out of date, you must refresh from QuickBooks • Name vs. Fullname • Name – the actual name of a list item • <Name>Family room</Name> • Fullname – Includes parent names (like a path) • <Fullname>Abercrombie, Kristy:Family room</Fullname>

  35. The Gory Details QBFC & qbXML

  36. qbXML Component Mapping • Elements, Aggregates, Attributes -> Objects • COM Object • RequestProcessor -> QBSessionManager • Unique to QBFC • List and ORList Objects

  37. Building Messages • Declare, instantiate session manager • Declare request message set • Create request message set object • Set request message set attributes • Repeat • Append request object • Set values of request elements and attributes

  38. Set Request Message Set Attributes • Attributes property of the request message set • An object itself, with properties for each attr • Example: • Set OnError, NewMessageSetID and OldMessageSetID values With requestMsgSet.Attributes .OnError = roeStop .NewMessageSetID = strNewMsgSetID .OldMessageSetID = “0” End With

  39. Building Messages • Declare, instantiate session manager • Declare request message set • Create request message set object • Set request message set attributes • Repeat • Append request object • Set values of request elements and attributes

  40. Append a Request to the Message Set • Separate object types for requests • Append* methods for requests Dim invoiceAdd As QBFC3Lib.IInvoiceAdd Set invoiceAdd = requestMsgSet.AppendInvoiceAddRq

  41. Element Objects • Associated with values • Standard types • Methods • SetValue, SetValueAsString, SetEmpty, Unset • GetValue, GetValueAsString • IsEmpty, IsSet • GetMaxLength invoiceAdd.RefNumber.SetValue “0013672”

  42. Aggregate Objects • May Contain • Aggregate objects • Attribute objects • Element objects • List objects • ORList objects

  43. Set Values Within Aggregates With invoiceAdd.ShipAddress .Addr1.SetValue “Brian Cook" .Addr2.SetValue "c/o Enviromental Designs" .Addr3.SetValue "1521 Main Street" .Addr4.SetValue "Suite 204" .City.SetValue "Culver City" .State.SetValue "CA" .PostalCode.SetValue "90139" End With

  44. List and ORList Objects • List - Multiple aggregates or elements of same type • ORList – Multiple aggregates or elements of different types • Methods • Add or Append, Count, GetAt

  45. List and ORList Object Examples • List • ListID, TxnID or FullName filters • Expense lines • ORList • Invoice line list (Item or ItemGroup Lines) • Some Query response lists • Item query response, entity query response

  46. Add ORList Object And Set Object Values Dim invoiceLineAdd As QBFC3Lib.IInvoiceLineAdd Set invoiceLineAdd = invoiceAdd.ORInvoiceLineAddList.Append.InvoiceLineAdd invoiceLineAdd.ItemRef.FullName.SetValue "Installation" invoiceLineAdd.Quantity.SetValue 2

  47. QBFC Response Handling Steps • Get count of responses • Step through responses getting status • Step through response return lists if any • Check for object existence • Retrieve data for your application

  48. Get Response Information Dim response As IResponse For i = 0 to responseMsgSet.ResponseList.Count - 1 Set response = responseMsgSet.ResponseList.GetAt(i) … Next i

  49. Access Response Attributes If response.StatusCode <> 0 Then msg = "Status: Code = " & CStr(response.StatusCode) & _ ", Message = " & response.StatusMessage & _ ", Severity = " & response.StatusSeverity & vbCrLf MsgBox msg End If

  50. Getting Response Details If (Not response.Detail Is Nothing) Then     Dim responseType As Integer responseType = response.Type.GetValue     Dim j As Integer If (responseType = rtInvoiceAddRs) Then      Dim invoiceRet As IInvoiceRet Set invoiceRet = response.Detail          End If    End If 

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